Back to results

Business Analyst - Wealth Management, Brokerage, Global Banking

  • Toronto, ON, Canada

Contract

Applications open in a new tab.

Job details

Job type
Contract
Apply by
Experience
5-8 years of Business Analysis experience.
Working hours
37.5 hours/week
Posting language
English
Posted

Original job description

Business Analyst (Financial Services)

Location: Greater Toronto Area, ON

Work Arrangement: Full-time, onsite (5 days/week)

Contract Duration: 6 months, with potential extension

Hours: Monday to Friday, 9:00 AM - 5:00 PM (37.5 hours/week)

About the Opportunity

Our client, a leading organization in the financial services sector, is seeking an experienced Business Analyst to support a strategic initiative focused on assessing and optimizing operational, compliance, and supervisory processes across multiple business locations.

This is an excellent opportunity for a highly analytical professional who thrives on stakeholder engagement, process improvement, operational analysis, and translating complex business requirements into actionable recommendations.

Key Responsibilities

  • Lead current-state assessments across multiple business locations.
  • Gather, analyze, and document operational and business process data.
  • Facilitate stakeholder interviews, workshops, and working sessions.
  • Partner with business leaders, managers, and operational stakeholders to validate findings and requirements.
  • Develop process maps, workflow documentation, and operational assessments.
  • Identify trends, risks, inefficiencies, and opportunities for process optimization.
  • Create dashboards, heat maps, summaries, and reporting materials to support decision-making.
  • Conduct detailed business process analysis and provide future-state recommendations.
  • Prepare executive-level presentations and status updates for leadership teams.
  • Collaborate closely with project sponsors and key stakeholders throughout the project lifecycle.

Required Qualifications

  • 5-8 years of Business Analysis experience.
  • Proven experience conducting current-state assessments, operational reviews, and business process analysis.
  • Strong requirements gathering experience through interviews, workshops, and documentation reviews.
  • Excellent communication and stakeholder management skills, including experience engaging with senior leadership and executives.
  • Strong process mapping, workflow analysis, and business documentation capabilities.
  • Experience within Financial Services, Banking, Capital Markets, Wealth Management, Brokerage, or similar regulated industries.
  • Demonstrated ability to analyze complex business challenges and deliver data-driven insights.

Nice-to-Have

  • Exposure to Project Management practices and project delivery methodologies.
  • Knowledge of compliance, supervision, regulatory processes, or branch operations within financial services environments.
  • Experience supporting technology or business transformation initiatives.

Education

  • Post-secondary degree in Business, Marketing, Communications, or a related discipline.
More about this job

Responsibilities

Assess current operations across multiple locations by gathering and analyzing process data, facilitating stakeholder sessions, and documenting workflows and findings. Identify risks and inefficiencies, recommend future-state improvements, and prepare dashboards, reports, and executive updates to support decisions.

Requirements

Requires 5–8 years of business analysis experience, including current-state assessments, operational reviews, requirements gathering, process mapping, and stakeholder engagement. Candidates should have experience in financial services or a similar regulated industry and a post-secondary degree in business, marketing, communications, or a related discipline.

Skills

  • Business Analysis
  • Current-State Assessment
  • Operational Analysis
  • Business Process Analysis
  • Requirements Gathering
  • Stakeholder Management
  • Process Mapping
  • Workflow Analysis
  • Business Documentation
  • Data Analysis
  • Process Optimization
  • Dashboard and Reporting Development
  • Executive Presentations
  • Financial Services
  • Compliance and Supervision
  • Project Delivery

Visa sponsorship

Not detected in the job text

Categories

  • Finance & Accounting
  • Data & Analytics
  • Consulting
  • Management & Leadership

Keywords

  • Business Analysis
  • Financial Services
  • Banking
  • Capital Markets
  • Wealth Management
  • Brokerage
  • Current-State Assessment
  • Operational Review
  • Business Process Analysis
  • Requirements Gathering
  • Stakeholder Interviews
  • Workshops
  • Process Mapping
  • Workflow Documentation
  • Compliance
  • Supervision
  • Regulatory Processes
  • Branch Operations
  • Process Optimization
  • Data-Driven Insights
  • Dashboards
  • Heat Maps
  • Executive Presentations
  • Project Management
  • Business Transformation

Report this job